+92.6%
UAL vs ARWR
+906.2%
-813.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +1.8% |
| 7D | +8.2% | -2.9% | +11.1% | +8.7% |
| 30D | +2.3% | -5.4% | +7.7% | +3.2% |
| 3M | -12.7% | -32.2% | +19.6% | -7.5% |
| 6M | +12.7% | -26.5% | +39.2% | +17.3% |
| YTD | +0.8% | -12.4% | +13.2% | +1.9% |
| 1Y | +17.8% | +46.9% | -29.1% | +9.5% |
| 3Y | +206.7% | +116.0% | +90.7% | +153.3% |
| 5Y | +113.9% | -28.0% | +141.8% | +94.9% |
| All | +92.6% | +906.2% | -813.6% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling